Compare · 3 funds side by side · dividends reinvested

VBR, VO and IWF

VBRVanguard×VOVanguard×IWFiShares×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,697IWF · best of the three

Story of the three · IncomeMost incomeVBR · 1.80% · $180 a year on $10k

Story of the three · RiskSmallest drop

VBR, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.8%+20.3%+18.5%+8.4%−8.9%14.4%$35.1B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: VBR 2004 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap Value ETF · $35.1B$14,958

VBR

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

VBRMeasure

More Ways to See the Pairs

VBR vs VO: Top 5 Holdings

Today

VBR

3.3%in top 5

VO

in top 55.3%

VBRStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Cost, Income and Risk

Fees: VBR, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VBR0.05%$5

IWF0.18%$18

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VBR, VO, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VO

+17.8%Year to dateJan 1 → Nov 12+14.0%

+20.3%1 yearTotal return+13.7%

+18.5%3 years · per year$10,000 became $16,638 · $16,605+18.4%

+8.4%5 years · per year$10,000 became $14,958 · $13,809+6.7%

0.05%Expense ratio$5 · $3 a year on $10k · lower is better0.03%

1.80%Trailing 12-mo yield$180 · $135 a year on $10k1.35%

−8.9%Worst dropSmaller is better−8.2%

14.4%VolatilityLower is calmer13.2%

VBRVO Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3VBR wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common1.7%

End-of-day Nov 12, 2026 · share of each fund

VBR vs VO Returns, Every Period

5Y

VanguardVBR

+8.4%

5 years, per year

VOVanguard

+6.7%

5 years, per year

VBRVOFaded: behind in that period

4–0VBR wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VBR vs VO

YTD

VanguardVBR

+17.8%

VOVanguard

+14.0%

+17.8%Year to date+14.0%

−8.9%Worst drop · 1Y−8.2%

14.4%Volatility · 1Y13.2%

1.8%Yield1.3%

$35.1BAssets$103B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

VO1.35%$135

IWF0.37%$37

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$175most kept, VBR

VBR$180 − $5 = $175

VO$135 − $3 = $132

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VBR, VO, IWF

Today

9.4%most shared, VO and IWF

VBRVOIWF

VBR—1.7%0.7%

VO1.7%—9.4%

IWF0.7%9.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.3%VBR, at 14.4% volatility

VOWorst drop−8.2%13.2% vol

VBRWorst drop−8.9%14.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VBRVO

+17.8%Year to date+14.0%

1.8%Yield1.3%

+20.3%Past year+13.7%

0.05%Fee0.03%

3–1VBR wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

Loading…

VBR, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three